Pricing
AttachmentsThis Header tab on the Evaluation (EV) transaction is used to load all vendor responses to the selected Solicitation. You can optionally specify whether public bid information should be published to Vendor Self Service (VSS) by selecting the Publish flag. This tab also allows you to indicate the transaction(s) that you want to create.
You can also specify when Pricing Attachments, if any, should be loaded to the EV by entering a Pricing Attachment Open Date and Pricing Attachment Open Time. Vendors can choose an Attachment Type of Pricing if the Solicitation does not have any commodity lines. Once the Pricing Attachment Open Date and Pricing Attachment Open Time have passed all Pricing Attachments will be loaded to the EV. This allows the buyer to first evaluate the vendors without the influence of pricing and then afterwards with pricing information. Type your drop-down text here.
Populate the Factor Option field if you are applying a weighted factor based on the vendor’s Business Type (refer to the “Weighting Factors” topic for more information). The Factor Option field determines how the system calculates and displays the value of the Calculated Factor % field in the Award by Total tab of the Evaluation (EV) transaction.
You can generate transactions of the PO Transaction Type and Sub Types and transactions of the MA and RE Sub Types.
The Transaction Code pick list only allows you to select from valid transaction codes.
If the Allow Surplus flag on the Procurement Transaction Control (PRDOC) table is not selected for the associated Solicitation Transaction Code, then you can create transactions of the PO and MA transaction type.
If the Allow Surplus flag on the Procurement Transaction Control (PRDOC) table is selected for the associated Solicitation Transaction Code, then you can create transactions of the RE transaction type.
You can specify the Transaction Department Code and Transaction Unit Code or it will default for you.
Transaction ID is required if the Auto Numbering field on the Transaction Control (DCTRL) page is set to Prohibited for the EV Transaction Code. Transaction ID is also required if the Auto Numbering field on DCTRL is set to Optional and the Auto Numbering flag is not selected. If the Auto Numbering field on DCTRL is set to Required, then the Auto Numbering check box must be selected on the EV transaction and the Transaction ID must be left blank or if Transaction ID is populated it must be 4 or less characters and will be used as the prefix for the generated Transaction ID.
The Create Transaction link will create the transaction for you in Draft phase. You can link to the transaction from the Awarded Items tab. If the Line Type is Item and the award Transaction Code chosen is SC, then an error is issued upon selection of the Create Transaction link. SC transactions can only have a Line Type of Service.
The Consolidate Award field allows users to have multiple vendors on the same Master Agreement (MA) that is created from the EV transaction. If the Consolidate Award field is Yes, the system will allow multiple vendors on the same MA. If it is set to No, then system will create different MA transactions, one for each vendor.
Required/Conditionally
Required Fields
The following fields are required:
Solicitation (This is the Transaction Code.)
Solicitation Dept
Solicitation Number (This is the Transaction ID.)
If this is the first transaction within a procurement folder, then on validate of a draft transaction, the system assigns a unique Procurement Folder ID on the procurement Header. Or if it is associated with another procurement transaction and that transaction was the first transaction within the Procurement Folder, then Procurement Folder, Procurement Type ID and Procurement Type fields are populated with inferred values on copy forward. When the Procurement Folder ID field is populated indicating that it is associated with a folder, the View Procurement Folder action is activated on the transaction Header allowing users to transition to the Procurement Management page to review other Procurement Folder information associated with this selected folder. Once the user has transitioned to the Procurement Management page a Back link is displayed allowing the user to transition back to the transaction Header where the transition began.
The Header tab of the EV contains the following actions/links:
Refer to the "Transaction Actions" topic in the Transactions User Guide for information on common actions that apply to the entire transaction.
Load Responses - Once the Solicitation Close Date and Solicitation Close Time have passed, select the Load Responses action to load all responses that have been entered via the web and the ones that have been entered manually in Advantage.
Create Transaction - Creates the award transaction(s) in Draft Phase. Refer to the "Transaction Creation" topic for more information.
View Procurement Folder - This action transitions you to the Procurement Management page to review other Procurement Folder information associated with this selected Procurement Folder.
Issue Notice of Intent to Award - This action is visible when the Post the Intent to Award Notification to Web field on the Procurement Transaction Control table for the referenced solicitation transaction is set to User. This action sends a Notice of Intent to Award (NOINAW) notification to all vendors who had responded to the reference Solicitation transaction and sets the NOITA Issue Date on the EV Header to the Application System Date.
Issue Notice of Award - This action is visible when the Post the Award Notification to Web field on the Procurement Transaction Control table for the referenced solicitation transaction is set to User. This action sends a Notice of Award (NOTAWD) notification and sets the NOA Issue Date on the EV Header to the Application System Date.